The Probate Danger Nobody Warns You About

Описание: 5Q/IQ: Financial Power Ups | EP 9

In this episode, we tackle one of the most overlooked risks in financial planning and answer five essential questions that could impact your family for years to come. From wills vs. trusts to probate and the hidden risks of making your estate public, we walk through what you need to know to better protect the people who depend on you.

5 Questions Asked In This Episode:

Do I need a trust or is a will good enough?

How do I take care of my spouse and protect my kids?

What is probate?

Why do I want to avoid it?

How do we make the estate transfer easier for my family?



We all have money questions, but most people don’t have a reliable place to ask them.

Welcome to 5Q IQ Financial Power-Ups with Trajan Wealth — where each week, three experienced financial professionals sit down to answer five real questions from listeners like you.

This isn’t about reacting to headlines or chasing trends.
It’s about understanding how the pieces fit together so you can make confident, long-term decisions.

If you’ve ever wondered “am I actually prepared?”—this conversation is for you.



About The Hosts

Jeff Junior: Industry Veteran & Real-Talk Guide

Jeff Junior founded Trajan Wealth in 2012 with a simple mission: help families make smarter financial decisions through education, coordination, and fiduciary care. A former U.S. Marine, Jeff brings decades of experience in wealth management and a passion for financial literacy to every conversation.

Marti Bryant, CDFA®: Tax-Savvy Strategist with a Sense of Humor

Marti Bryant is a Certified Divorce Financial Analyst and fiduciary advisor specializing in retirement planning, risk management, and major life transitions. She is known for her disciplined approach and thoughtful planning, helping individuals and families navigate complex financial decisions with confidence.

Corbett LaDuke, CFP®: Transition Specialist & Straight-Shooter

Corbett La Duke is a seasoned fiduciary advisor with over 25 years of experience in financial services. A CERTIFIED FINANCIAL PLANNER™ professional, Corbett brings deep expertise in wealth management, retirement planning, estate strategies, and tax-aware decision making.



Have a question for the show? Visit trajanwealth.com/5qiq and submit your question today.



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*Trajan Wealth an SEC registered investment advisor. Additional services through Trajan Estate & Trajan Tax. Information discussed during this program is intended for illustrative and entertainment purposes, and is not investment advice, or an offer to buy or sell any investment. Please consult your financial advisor for questions about your financial situation. All investments involve risk, and the potential for loss. Any examples given are strictly hypothetical. Your results may vary.